EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$16.6M
3 +$11.4M
4
APO icon
Apollo Global Management
APO
+$8.93M
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$7.4M

Sector Composition

1 Technology 12.23%
2 Financials 7.71%
3 Consumer Discretionary 5.31%
4 Industrials 3.51%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NRDY icon
3951
Nerdy
NRDY
$102M
$311 ﹤0.01%
299
+38
EEX icon
3952
Emerald Holding
EEX
$884M
$308 ﹤0.01%
69
-7
PLAY icon
3953
Dave & Buster's
PLAY
$445M
$308 ﹤0.01%
19
-25
SSTI icon
3954
SoundThinking
SSTI
$83.1M
$305 ﹤0.01%
38
-29
EPP icon
3955
iShares MSCI Pacific ex Japan ETF
EPP
$2.03B
$303 ﹤0.01%
6
AMLX icon
3956
Amylyx Pharmaceuticals
AMLX
$1.53B
$302 ﹤0.01%
25
DDL
3957
Dingdong
DDL
$527M
$301 ﹤0.01%
121
-384
EDN
3958
Edenor
EDN
$1.22B
$300 ﹤0.01%
10
-1
VTHR icon
3959
Vanguard Russell 3000 ETF
VTHR
$3.86B
$300 ﹤0.01%
1
EBND icon
3960
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$299 ﹤0.01%
14
-32
ECBK icon
3961
ECB Bancorp
ECBK
$140M
$296 ﹤0.01%
17
+4
METCB icon
3962
Ramaco Resources Class B
METCB
$786M
$294 ﹤0.01%
25
BETR icon
3963
Better Home & Finance Holding
BETR
$449M
$293 ﹤0.01%
9
ACNB icon
3964
ACNB Corp
ACNB
$477M
$290 ﹤0.01%
6
-231
BZUN
3965
Baozun
BZUN
$125M
$287 ﹤0.01%
+108
AISP
3966
Airship AI Holdings
AISP
$78.4M
$286 ﹤0.01%
99
+35
IDR icon
3967
Idaho Strategic Resources
IDR
$417M
$282 ﹤0.01%
7
-57
NAMS icon
3968
NewAmsterdam Pharma
NAMS
$3.33B
$281 ﹤0.01%
8
HERE
3969
Here Group Ltd
HERE
$173M
$281 ﹤0.01%
55
-5,939
SRTA
3970
Strata Critical Medical Inc
SRTA
$363M
$279 ﹤0.01%
58
LDI icon
3971
loanDepot
LDI
$496M
$279 ﹤0.01%
135
BHB icon
3972
Bar Harbor Bankshares
BHB
$525M
$279 ﹤0.01%
9
-397
PRZO icon
3973
ParaZero Technologies
PRZO
$22.7M
$278 ﹤0.01%
+341
POWW icon
3974
Outdoor Holding Co
POWW
$225M
$277 ﹤0.01%
162
-84
INSG icon
3975
Inseego
INSG
$178M
$277 ﹤0.01%
27